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SEMCX: SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (MUTUAL FUND)
Basic Info 29.9 0.25(0.84%) May 24
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (73%) |
Start Date: | 06/30/1993 |
Last Dividend Date: | 04/04/2024 |
12-Mo. Yield | 0.46% |
Expenses | 1.20% |
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Performance Analytics (As of 05/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.4 | 6.7 | 22.8 | 3.7 | 9.6 | 8.7 | 12.6 | 9.2 | 9.6 | 14.8 | -14.5 | 28.1 | 5.8 | 24.5 | -12.0 | 20.3 | 15.6 | -1.3 | 11.2 | 37.4 | 17.1 | -4.8 | 23.6 | 33.3 | -41.5 | 2.5 | 14.6 | 14.9 | 22.7 | 41.0 | -14.1 | 1.2 | 4.8 | 8.9 | 3.3 | 31.7 | 26.8 | 23.0 | -10.8 | 6.8 |
Sharpe Ratio | NA | 1.46 | 1.36 | 0.07 | 0.31 | 0.39 | NA | NA | 0.39 | 0.71 | -0.66 | 1.81 | 0.14 | 1.7 | -0.54 | 2.33 | 1.0 | -0.09 | 0.87 | 3.02 | 1.15 | -0.17 | 1.11 | 1.1 | -0.97 | -0.03 | 0.91 | 1.05 | 1.71 | 2.6 | -0.66 | -0.05 | 0.03 | 0.39 | 0.0 | 2.09 | 2.23 | 1.89 | -1.01 | 0.94 |
Draw Down(%) | NA | 6.7 | 12.8 | 22.4 | 42.2 | 42.2 | NA | NA | 61.1 | 12.8 | 21.4 | 7.7 | 42.2 | 8.5 | 22.9 | 3.7 | 12.9 | 11.7 | 9.2 | 6.3 | 12.2 | 27.2 | 17.4 | 29.1 | 56.6 | 14.3 | 11.2 | 7.8 | 9.4 | 12.2 | 31.3 | 25.0 | 15.1 | 17.1 | 32.8 | 8.6 | 9.3 | 6.7 | 19.5 | 7.1 |
Standard Deviation(%) | NA | 12.0 | 12.9 | 18.2 | 23.4 | 20.0 | NA | NA | 20.0 | 14.9 | 24.1 | 15.6 | 38.9 | 13.6 | 24.4 | 8.5 | 15.4 | 15.0 | 12.8 | 12.4 | 14.9 | 28.5 | 21.1 | 30.1 | 43.7 | 16.8 | 12.5 | 12.1 | 12.8 | 15.5 | 23.0 | 21.7 | 25.7 | 14.6 | 18.4 | 13.4 | 10.4 | 10.1 | 13.7 | 12.6 |
Treynor Ratio | NA | 0.18 | 0.18 | 0.01 | 0.07 | 0.08 | NA | NA | 0.08 | 0.11 | -0.17 | 0.3 | 0.05 | 0.22 | -0.13 | 0.19 | 0.15 | -0.01 | 0.11 | 0.38 | 0.18 | -0.05 | 0.24 | 0.36 | -0.43 | -0.01 | 0.12 | 0.13 | 0.22 | 0.43 | -0.17 | -0.01 | 0.01 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.01 | 0.02 | -0.04 | -0.02 | 0.0 | 0.0 | 0.02 | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.03 | 0.0 | 0.02 | -0.01 | 0.0 | -0.02 | NA | NA | NA | NA | NA |
Beta | NA | 0.99 | 0.98 | 0.94 | 1.0 | 1.0 | NA | NA | 0.95 | 0.96 | 0.93 | 0.93 | 1.04 | 1.04 | 1.04 | 1.06 | 1.0 | 0.97 | 1.01 | 0.98 | 0.97 | 1.04 | 0.97 | 0.92 | 0.98 | 0.96 | 0.97 | 0.97 | 0.97 | 0.94 | 0.9 | 0.85 | 0.82 | 0.74 | 0.72 | NA | NA | NA | NA | NA |
RSquared | NA | 0.96 | 0.97 | 0.94 | 0.95 | 0.89 | NA | NA | 0.86 | 0.97 | 0.98 | 0.79 | 0.97 | 0.96 | 0.49 | 0.95 | 0.98 | 0.98 | 0.97 | 0.98 | 0.94 | 0.99 | 0.99 | 0.99 | 0.99 | 0.9 | 0.95 | 0.95 | 0.92 | 0.96 | 0.96 | 0.79 | 0.86 | 0.76 | 0.57 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.1 | 0.5 | 6.2 | 5.8 | 7.2 | 12.1 | 8.5 | N/A | 0.6 | 0.7 | 21.6 | 1.2 | 2.6 | 10.8 | 8.8 | 1.9 | 15.7 | 10.4 | 4.1 | 0.8 | 0.5 | 0.6 | 0.8 | 0.7 | 10.6 | 8.4 | 8.3 | 13.4 | 3.2 | 1.2 | 0.5 | 13.5 | 10.2 | 7.1 | 20.4 | 11.1 | 0.1 | 0.0 | 0.1 |
Dividend Growth(%) | N/A | -88.9 | -45.3 | 58.6 | -43.8 | 117.3 | N/A | N/A | N/A | -26.4 | -96.5 | 1801.6 | -45.6 | -81.3 | 36.6 | 434.9 | -90.0 | 52.8 | 223.6 | 532.6 | 45.1 | -3.2 | 1.1 | -32.6 | -93.7 | 32.0 | 10.5 | -33.1 | 458.6 | 124.0 | 179.7 | -96.9 | 29.3 | 36.8 | -60.8 | 109.1 | 11833.3 | 140.0 | -58.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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